ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 104 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,964,094 | -3.6% | 62,391 | +1.6% | 0.23% | +2.2% |
| Q2 2023 | $2,037,919 | +13.9% | 61,383 | +10.9% | 0.23% | +13.6% |
| Q1 2023 | $1,789,329 | +4.4% | 55,365 | -0.4% | 0.20% | -10.8% |
| Q4 2022 | $1,714,000 | +18.9% | 55,594 | +3.5% | 0.22% | -16.5% |
| Q3 2022 | $1,442,000 | +19.1% | 53,701 | +32.7% | 0.27% | -14.4% |
| Q2 2022 | $1,211,000 | -2.8% | 40,470 | +15.2% | 0.31% | +4.0% |
| Q1 2022 | $1,246,000 | +40.3% | 35,137 | +50.5% | 0.30% | +40.2% |
| Q4 2021 | $888,000 | +107.0% | 23,349 | +107.4% | 0.21% | +100.0% |
| Q3 2021 | $429,000 | +23.3% | 11,259 | +25.2% | 0.11% | +64.6% |
| Q2 2021 | $348,000 | – | 8,996 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shore Point Advisors, LLC | 310,395 | $9,771,224 | 7.07% |
| Meredith Wealth Planning | 283,748 | $8,932,383 | 6.64% |
| CGC Financial Services, LLC | 280,806 | $8,839,773 | 6.18% |
| Straight Path Wealth Management | 186,332 | $5,865,730 | 3.98% |
| Klaas Financial Asset Advisors, LLC | 532,991 | $16,778,557 | 3.80% |
| Armbruster Capital Management, Inc. | 441,310 | $13,892,426 | 3.51% |
| Tacita Capital Inc | 113,675 | $3,578,489 | 2.80% |
| Family Capital Trust Co | 250,827 | $7,893,476 | 2.79% |
| ATLAS CAPITAL ADVISORS LLC | 400,870 | $12,619,407 | 2.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 14,264,864 | $449,058 | 1.70% |